AI POST-SALES &
ONBOARDING.

Guide customers through activation, setup, and adoption with AI + human handoffs.

Key Capabilities

• Activation & First Steps: Welcome flows with step-by-step guidance, ID verification, and "next best action" prompts.
• Assisted Setup: Connects to CRM/CDP to update records. Creates tasks for CSMs only when human work is required.
• Ongoing Learning: Continuously retrains on resolved tickets. Promotes "golden answers" and blocks low-confidence responses.

What it Does

• Faster Time-to-First-Value (minutes, not days)
• Higher Onboarding Completion (fewer drop-offs)
• Higher Feature Adoption (guided next steps)
• Lower Support Load (deflect repetitive questions)
• Cleaner CRM/DWH Data (structured updates)
• Audit-ready logs for every interaction

Orchestration Flow

• Step 01 - AI Prep: Collects requirements and validates readiness (plan, integrations, timeline).
• Step 02 - Human CSM: Runs a consult or technical workshop. Focuses on strategy, not paperwork.
• Step 03 - AI Resume: Sends recap, confirms next steps, schedules follow-ups, and continues the checklist.